| Focus Partners Wealth |
| 0.06% | 0.06% | #134 | $55.0M | 1.2M | $50.8M | 1.2M | +53,576+4.60% | Add |
| MASECO LLP |
| 1.28% | 1.31% | #19 | $45.7M | 1.0M | $41.8M | 987,534 | +24,530+2.48% | Add |
| AWM CAPITAL, LLC |
| 3.59% | 3.57% | #6 | $44.9M | 995,334 | $39.5M | 931,193 | +64,141+6.89% | Add |
| Pathstone Holdings, LLC |
| 0.13% | 0.13% | #97 | $44.4M | 984,898 | $33.7M | 795,001 | +189,897+23.89% | Add |
| Quantum Financial Advisors, LLC |
| 3.26% | 4% | #8 | $37.5M | 831,098 | $35.6M | 840,411 | -9,313-1.11% | Reduce |
| Francis Financial, Inc. |
| 5.67% | 5.97% | #4 | $34.6M | 767,312 | $32.2M | 759,106 | +8,206+1.08% | Add |
| Abacus Wealth Partners, LLC |
| 2.87% | 2.27% | #10 | $27.3M | 605,285 | $24.9M | 586,104 | +19,181+3.27% | Add |
| Five Oceans Advisors |
| 6.18% | 6.2% | #3 | $19.2M | 426,583 | $17.1M | 403,966 | +22,617+5.60% | Add |
| EP Wealth Advisors, LLC |
| 0.07% | 0.09% | #122 | $19.2M | 426,228 | $17.6M | 416,169 | +10,059+2.42% | Add |
| Citrine Capital LLC |
| 6.57% | 7.17% | #1 | $17.7M | 393,481 | $16.5M | 389,981 | +3,500+0.90% | Add |
| Retirement Solution LLC |
| 3.08% | 3.51% | #9 | $15.8M | 349,466 | $14.8M | 350,032 | -566-0.16% | Reduce |
| Savant Capital, LLC |
| 0.04% | 0.06% | #145 | $14.0M | 309,218 | $11.5M | 270,790 | +38,428+14.19% | Add |
| Apella Capital, LLC |
| 0.2% | 0.2% | #76 | $13.8M | 303,754 | $13.3M | 289,911 | +13,843+4.77% | Add |
| Forum Financial Management, LP |
| 0.16% | 0.16% | #86 | $12.1M | 269,201 | $11.2M | 263,782 | +5,419+2.05% | Add |
| Elser Financial Planning, Inc |
| 0.47% | 0.48% | #40 | $10.8M | 239,760 | $9.9M | 233,159 | +6,601+2.83% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #209 | $10.3M | 228,448 | $2.5M | 58,630 | +169,818+289.64% | Add |
| Balanced Rock Investment Advisors LLC |
| 6.21% | 6.36% | #2 | $10.0M | 220,624 | $9.1M | 213,685 | +6,939+3.25% | Add |
| Wealthspire Advisors, LLC |
| 0.05% | 0.02% | #136 | $9.9M | 218,754 | $2.5M | 58,386 | +160,368+274.67% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #179 | $9.7M | 215,983 | $7.8M | 182,884 | +33,099+18.10% | Add |
| HILL ISLAND FINANCIAL LLC |
| 1.96% | 1.99% | #14 | $9.2M | 203,314 | $8.2M | 193,609 | +9,705+5.01% | Add |
| Allodium Investment Consultants, LLC |
| 3.87% | 3.94% | #5 | $9.1M | 201,944 | $8.2M | 194,032 | +7,912+4.08% | Add |
| Planning Center, Inc. |
| 0.79% | 0.78% | #27 | $8.4M | 185,179 | $7.7M | 181,791 | +3,388+1.86% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.07% | 0.06% | #124 | $8.3M | 184,872 | $5.8M | 136,336 | +48,536+35.60% | Add |
| New Capital Management LP |
| 1.85% | 1.88% | #16 | $8.1M | 179,986 | $7.6M | 180,145 | -159-0.09% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #181 | $7.1M | 156,527 | $6.5M | 151,856 | +4,671+3.08% | Add |
| Pure Financial Advisors, LLC |
| 0.09% | 0.1% | #110 | $7.0M | 155,082 | $6.6M | 155,658 | -576-0.37% | Reduce |
| Wealth Architects, LLC |
| 0.55% | 0.57% | #36 | $6.9M | 153,263 | $6.4M | 151,947 | +1,316+0.87% | Add |
| RAM Investment Partners, LLC |
| 1.02% | 0.93% | #24 | $6.4M | 141,673 | $5.3M | 125,123 | +16,550+13.23% | Add |
| QUARRY HILL ADVISORS, LLC |
| 2.27% | 2.28% | #11 | $5.9M | 130,867 | $5.5M | 120,223 | +10,644+8.85% | Add |
| Greenspring Advisors, LLC |
| 0.31% | 0.55% | #51 | $5.5M | 122,708 | $9.0M | 212,964 | -90,256-42.38% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.03% | 0.03% | #163 | $5.5M | 122,582 | $5.6M | 131,783 | -9,201-6.98% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.05% | 0.05% | #141 | $5.4M | 120,549 | $4.7M | 111,707 | +8,842+7.92% | Add |
| Corient Private Wealth LLC |
| <0.01% | 0.01% | #196 | $5.3M | 117,845 | $4.2M | 127,028 | -9,183-7.23% | Reduce |
| Perigon Wealth Management, LLC |
| 0.08% | 0.08% | #118 | $5.0M | 111,569 | $4.7M | 111,418 | +151+0.14% | Add |
| Triune Financial Partners, LLC |
| 1.05% | 1.11% | #23 | $5.0M | 111,174 | $4.7M | 110,286 | +888+0.81% | Add |
| Betterment LLC |
| 0.01% | 0.01% | #188 | $5.0M | 110,457 | $4.9M | 114,853 | -4,396-3.83% | Reduce |
| TCI Wealth Advisors, Inc. |
| 0.22% | 0.24% | #70 | $5.0M | 110,345 | $4.6M | 108,155 | +2,190+2.02% | Add |
| Laurel Wealth Planning LLC |
| 2.15% | 2.12% | #12 | $4.9M | 107,963 | $4.0M | 94,894 | +13,069+13.77% | Add |
| BROWN ADVISORY INC |
| 0.01% | 0.01% | #191 | $4.7M | 104,113 | $4.1M | 97,803 | +6,310+6.45% | Add |
| Donalies Financial Planning, LLC |
| 3.34% | 3.69% | #7 | $4.5M | 100,617 | $4.3M | 101,989 | -1,372-1.35% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #215 | $4.5M | 99,011 | $4.4M | 104,202 | -5,191-4.98% | Reduce |
| Angeles Investment Advisors, LLC |
| 0.27% | 0.31% | #58 | $4.4M | 97,979 | $4.7M | 110,007 | -12,028-10.93% | Reduce |
| BRIGHTON JONES LLC |
| 0.08% | — | #114 | $4.4M | 97,777 | $0 | 0 | +97,777 | New Buy |
| Garde Capital, Inc. |
| 0.19% | 0.24% | #78 | $4.2M | 94,113 | $4.0M | 93,254 | +859+0.92% | Add |
| Aspen Capital Management, LLC |
| 0.92% | 0.96% | #25 | $4.2M | 92,563 | $3.9M | 91,590 | +973+1.06% | Add |
| Equita Financial Network, Inc. |
| 1.11% | 0.88% | #22 | $4.0M | 88,291 | $2.8M | 65,819 | +22,472+34.14% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #223 | $3.9M | 86,254 | $11.7M | 275,277 | -189,023-68.67% | Reduce |
| RW Investment Management LLC |
| 0.34% | 0.35% | #50 | $3.9M | 85,972 | $3.6M | 85,036 | +936+1.10% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #195 | $3.8M | 84,219 | $1.8M | 43,499 | +40,720+93.61% | Add |
| Simplicity Wealth,LLC |
| 0.13% | 0.18% | #101 | $3.7M | 82,737 | $3.2M | 76,056 | +6,681+8.78% | Add |
